Tracks let you monitor staff progress toward professional learning participation goals. A track pairs a set of staff members with a set of learning opportunities. This article covers creating a track and setting it up in its Edit view.
Creating and setting up tracks requires the Manage Tracks permission. If you think you should have it, contact your KickUp Learning system administrator or Client Success Manager, or use the in-app chat.
For what you can do with a track once it's set up, see Viewing and using Tracks.
Jump to:
Create a track
Go to the Tracks page.
Click Create new track.
Give the track a name and, if you want, a description.
Click Create.
The Edit view
When you create a track, KickUp takes you straight to its Edit view. If you're looking at a track in View mode, click Edit in the top right.
The Edit view has fields for Track name and Description, and two tabs: Staff members and Opportunities.
To change the name or description, make your changes and click Save, or click Cancel to discard them. Changes on the Staff members and Opportunities tabs save automatically.
Manage staff members
Add staff members
Click Add. You can search for staff or paste in email addresses. Click the bar at the top to switch between the two modes.
Search mode: search for any of these, then click a result to add it to the track.
Search for | What it adds |
People | One person, by name or email address |
Group | Everyone in a group from the KickUp Directory |
Attributes | Everyone with a piece of information in common, like building, role, or grade level |
Click View Members to see who's currently in a group or has an attribute value.
Paste email list mode:
Paste a list of email addresses, separated by commas or new lines. You can also type emails and press Enter.
Click the x on any address to remove it.
Click Add staff.
Keep searching or pasting to add more people. When you're done, click Done, X, or anywhere outside the window.
Remove staff members
Click the trash icon next to a person, group, or attribute, either in the Add staff window or on the Staff members tab.
Removing someone from a track only takes them off the track. It doesn't change their access, their attendance, or anything else.
How groups and attributes keep the track up to date
When a track includes a group or attribute, its staff list follows that group or attribute's membership. For example, if "Douglass HS" is on a track and new staff join that group through a staff file sync or the KickUp Directory, they're automatically added to the track. Staff who leave the group, or no longer have the attribute, drop off the track.
Add blocks and learning opportunities
In the Edit view, go to the Opportunities tab.
Create a block
Blocks hold learning opportunities and set what staff need to complete. A track can have one or more blocks, and a block can have one or more learning opportunities.
Click Create new block.
Name the block.
Choose its Requirement setting (see below).
Click Create, or Cancel to discard your changes.
Set the block's requirement
Every block needs a requirement. It sets what staff have to complete in that block.
Requirement | Use it when |
All opportunities | Staff should complete every learning opportunity in the block. |
Some opportunities | Staff should complete some of them. Enter how many under Quantity required. |
Credits | Set the block's type to Credits instead of opportunities when your requirement is a total, like "3 SPED credits." Choose one of your district's credit types and enter how many staff need (decimals are fine). A credit block doesn't have an Add opportunity option: any learning opportunity that awards that credit type, in or out of district, during the track's school year counts toward it. One track can mix opportunity blocks and credit blocks. |
No opportunities | There's no requirement for this block. |
Add learning opportunities to a block
Click Add opportunity on the block.
Search for a learning opportunity by:
Its name
Keywords from its location, description, facilitator, or tags (this works like search in Browse Events)
Its URL
Its opportunity ID, from the Opportunities or Records table
Click each learning opportunity you want. The counts under the search bar and on Add items go up as you select. Use Select all to pick every result that's loaded.
Click Add items.
Search again to add more. When you're done, click Done, X, or anywhere outside the window.
Set up permissions
In the Edit view, go to the Permissions tab.
Click Grant permission.
Search for users by name or email. You can add more than one at a time.
Choose their access:
Can view track: they can see the track but not edit it.
Can edit track: they can view and edit it.
View your work
To see the track the way viewers will, switch to View mode. Click View in the top right or Back in the top left.
Tip: open the Edit view in one tab and View mode in another. On a larger screen, put them side by side to see your changes as you make them. You may need to refresh the View tab for some updates.